Payment reminders to patients

Purpose

1. Automate payment reminders to ophthalmology patients for pending bills, copays, and insurance balances.

2. Improve billing efficiency by automating notification workflows for overdue and upcoming payments.

3. Reduce manual follow-up, automate timely reminders, and accelerate receivables.

4. Ensure compliance with privacy, automate consent management and integrate reminders with EHR/billing systems.

5. Automate escalation for persistent non-payment or trigger customized messaging per insurance policy.

Trigger Conditions

1. Automatedly trigger when an invoice is issued and remains unpaid after X days (configurable).

2. Automate on due date approach (e.g., 3 days before due).

3. Automator sets custom triggers: patient status change, insurance response, or EHR billing event.

4. Automate escalations after multiple failed contact attempts.

5. Automated trigger on insurance explanation of benefits (EOB) events.

Platform Variants

1. Twilio SMS

• Feature/Setting: SMS API – automate sending payment reminders; sample: POST /Messages with dynamic patient info and bill amount.
  

2. SendGrid

• Feature/Setting: Email API – automate templated email reminders; sample: /mail/send endpoint with invoice merge fields.
  

3. WhatsApp Business API

• Feature/Setting: Automate WhatsApp messaging; configure template ID and patient phone fields.
  

4. Slack

• Feature/Setting: Incoming Webhooks – automator sends internal alerts for payment follow-up tasks; configure message formatting.
  

5. Salesforce

• Feature/Setting: Process Builder with email/SMS actions – automate reminder tasks based on billing status triggers.
  

6. HubSpot

• Feature/Setting: Workflow Automation – automate email/SMS sequences upon invoice creation or overdue flags.
  

7. Stripe

• Feature/Setting: Automated invoice reminders – configure recurring reminders in the dashboard or trigger via API.
  

8. QuickBooks Online

• Feature/Setting: Reminders via Customers API – automate email or SMS reminders on open invoices.
  

9. Zoho Books

• Feature/Setting: Automated Payment Reminders – customize reminder schedule, message, and recurrence.
  

10. Google Calendar

• Feature/Setting: Event Notifications API – automate scheduling reminders aligned with billing cycle due dates.
  

11. Office 365 Outlook

• Feature/Setting: Automated email flows using Power Automate for reminder emails based on due dates.
  

12. FreshBooks

• Feature/Setting: Recurring Payment Reminders – configure automated messages for outstanding bills.
  

13. Intercom

• Feature/Setting: Automated messages; configure triggers based on invoice status.
  

14. Mailgun

• Feature/Setting: API for sending automated, HIPAA-compliant reminder emails; use dynamic templates.
  

15. Aircall

• Feature/Setting: Automated call reminders using the Aircall API and workflows.
  

16. Zendesk

• Feature/Setting: Automate ticket creation for manual follow-up; triggers on overdue billing.
  

17. ActiveCampaign

• Feature/Setting: Automator for multi-channel reminders – set triggers for outstanding payments.
  

18. Pipedrive

• Feature/Setting: Activity Automation – prompts user for follow-up when invoices pass due date.
  

19. DocuSign

• Feature/Setting: Automated envelope reminders for signature/payment authorization.
  

20. Redox

• Feature/Setting: Automate EHR webhook integrations to trigger based on billing events.
  

21. Epic Systems (EHR)

• Feature/Setting: App Orchard APIs – automate reminders linked to patient billing status event.
  

22. Meditech

• Feature/Setting: Scripting and API triggers to automate timed reminders for billing cycle events.
  

Benefits

1. Automates repetitive billing follow-up, reducing staff workload.

2. Automator increases payment collection speed and accuracy.

3. Automation reduces risk of missed or late payments.

4. Consistent patient experience via fully automated communication.

5. Enhances compliance and auditability using automated logs.